The contest for control of strategic metals and rare earths is intensifying as the world’s two largest economies turn supply chains into policy tools. China has tightened export controls on key inputs and processing know-how. The US is responding with grants, loans, and direct Department of Defense support, including equity stakes and offtake agreements to onshore mining, separation, and magnet capacity. Europe is pushing its Critical Raw Materials agenda. The result is a higher strategic premium on secure supply and predictable jurisdictions.
In this webinar, we will explore:
- Sources of energy demand: Renewables buildout (wind, solar), grid expansion and reinforcement, utility-scale storage, EVs and charging, heat pumps and building electrification, and rising electricity use from AI data centres and industry.
- Rare earths – demand and usage: Core inputs for high-performance magnets and advanced materials across EVs, wind, electronics, and defence; demand growth remains strong while separation and processing bottlenecks persist.
- How to position: Use an Energy Transition Metals value chain approach spanning 10 metal categories and 6 subsectors. Focus on regional diversification and revenue purity to manage concentration risk.
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